RDCTX
2020 American Funds Trgt Date Retire-R4
$13.11
-0.01 (-0.08%)
Currency in USD / Last Updated: 4/24/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 15748.911M |
| 52 Week High | 13.39 |
| 52 Week Low | 11.71 |
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Key Data
| Symbol | RDCTX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 13.11 |
| Price Yesterday | 13.12 |
| Market Cap | 15,748.91 |
| YTD Return | 1.16% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0066 |
Overview
| 52 Week High | 13.39 |
|---|---|
| 52 Week Low | 11.71 |
| Market Cap | 15,748.91M |
| Shares Outstanding | 1,201.29M |
| Income Dividend Yield | 2.62% |
| Long Term Dividend Yield | 0.58% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.20% |
Returns Annualized
| One Day | -17.50% |
|---|---|
| Five Days | 47.15% |
| One Months | -18.78% |
| Three Months | 6.02% |
| Six Months | 22.91% |
| Nine Months | 6.81% |
| One Year | 7.10% |
| Three Years | 1.31% |
| Five Years | 5.13% |
| Ten Years | 5.32% |
| YTD | 3.74% |
| Since Inception | 5.09% |
Returns Total
| One Day | -0.08% |
|---|---|
| Five Days | 0.77% |
| One Month | -1.80% |
| Three Months | 1.47% |
| Six Months | 10.76% |
| Nine Months | 5.09% |
| One Year | 7.09% |
| Three Years | 3.98% |
| Five Years | 28.35% |
| Ten Years | 67.75% |
| YTD | 1.16% |
| Since Inception | 134.07% |
Yearly Returns
| 2024 | 1.16% |
|---|---|
| 2023 | 10.04% |
| 2022 | -11.36% |
| 2021 | 10.29% |
| 2020 | 10.55% |
| 2019 | 15.28% |
| 2018 | -3.09% |
| 2017 | 12.50% |
| 2016 | 6.67% |
| 2015 | -0.21% |
Risk against SP-DA
| Alpha | -7.67% |
|---|---|
| Beta | 0.49 |
| Correlation | 90.10% |
| Downside Deviation | 1.79% |
| Coefficient of determination | 81.17% |
| Standard Deviation | 1.87% |
| Sharpe Ratio | -2.7 |
| Sortino | -9.74 |
| Treynor | 3.51 |
| Ulcer Index | 2.14 |
| Ulcer Performance Index | -8.14 |